Duffy Merger Comments
 

Even Sean Duffy is tired of hearing United and Delta pilots compare to each other. Looks like they gotta merge

United will merge with JB
American will merge with Southwest
Delta will take Frontier
Sunny and Allegiant will get Spirit as well
Southwest and Alaska

So, in this scenario is Southwest split in half to merge with both Alaska and American?

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Delta will take Frontier
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this is definitely happening. We just have to figure out which century.

Maybe meant Hawaiian and Alaska?

Idk but I like the SWA/AS idea and think it’s kind of a dark horse with more substance than you’d think. I know they are still working on Hawaiian but it would certainly create a 4th global beast and dominate the west coast.

AS managers *very* much like their own jobs, and have always resisted M&A involving larger airlines.

The carry a fair bit of cash, and keep their debt fairly low.

They are boeing's home-town airline, fleet decisions appear to reflect that, and there's a lot of cross-pollination between the two BoDs.

If I had to guess, if AS is involved it it would be AS buying B6. The route structures are very complimentary so it makes good sense. They also have negligible overlap, so it would presumably get by the regulators (in the current regime).

and they could sell a healthy chunk of JFK slots to United to help finance it

and Scott Kirby’s very much in the ear of this administration if he got some slots sold to him from Alaska and JetBlue merger he’d be very for it

cause my understanding is, he just wants some slots for LAX and Sfo maybe sprinkle in Denver in Phoenix (phx just cause he spites American)